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Blom & Howell Financial Planning, Inc.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blom & Howell Financial Planning, Inc. on VTV, newest first. How the timeline and the estimate are built.

Blom & Howell Financial Planning, Inc. held 18,565 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,565 shares
    Change vs previous 13F -4,726 shares

    3.37% of the 13F portfolio, value $4,045,782.

    13F-HR 0002136102-26-000003 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,291 shares
    Change vs previous 13F -5,552 shares

    4.49% of the 13F portfolio, value $4,569,598.

    13F-HR 0002136102-26-000002 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,843 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $5,508,657.

    13F-HR 0002136102-26-000001 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).